Number of Shares
9,093.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
2.18%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
75.20%

Burns Matteson Capital Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Burns Matteson Capital Management, LLC held 9,093.00 shares of Microsoft Corp(MSFT), totaling $4.52 Mil. This investment constitutes 2.18% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Burns Matteson Capital Management, LLC has made 15 purchases of MSFT, at an average price of $281.29, for a total of 9,976.00 shares. In addition, there have been 3 sales at an average price of $358.22 for 883.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Burns Matteson Capital Management, LLC's estimated gain on his MSFT holdings is $2.11 Mil, reflecting a 75.20% gain to date.

Burns Matteson Capital Management, LLC MSFT ($505.87) Holding Chart

Burns Matteson Capital Management, LLC MSFT ($505.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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